ASML spoke out on Huawei's Kirin 9000S chip, foreign media: shipments accelerated.
Huawei's mobile phones have always used the company's own research and development of Kirin chips, TSMC and other companies are temporarily unable to produce Kirin 9000 chips and other chips can not be shipped at will, Huawei has also chosen to completely enter the field of semiconductor chips.
Over the past three years, Huawei has not only invested 440 billion yuan in R&D, but also invested in a large number of domestic semiconductor chip companies, and has made many breakthroughs in the mobile phone industry chain, EDA tools, and component localization with domestic manufacturers.
At the end of August, Huawei Mate60Pro was suddenly launched, which not only brought an upgraded version of satellite communication technology, allowing Huawei Mate60Pro to support satellite calls, but also equipped with Huawei's self-developed Kirin 9000S chip.
It has been confirmed by many parties that the Kirin 9000S chip is produced with domestic equipment in China, and Huawei has not only surpassed it in antenna technology and power consumption, but also adopted hyper-threading technology to make it close to or reach the 7nm level.
Huawei also uses the Kirin 9000S chip in the Huawei Mate60Pro+, Huawei MateX5 and Huawei Mate60RS Extraordinary Master Edition, which shows that the Kirin 9000S chip is an orthodox flagship chip, and the capacity is still more than enough.
But Huawei has been silent about the Kirin 9000s chip, and at Huawei's press conference in Taiwan, Yu Chengdong did not mention Huawei Mate60 series mobile phones, only saying that Huawei is working overtime to produce Huawei Mate60Pro mobile phones.
As a result, ASML expressed its opinion on Huawei's Kirin 9000S chip, and the president of ASML said that Huawei's own Kirin chip actually harms the common good of the world.
From ASML's vocalization, it can be seen that ASML is indeed helpless.
Because Huawei's Kirin 9000 chip is produced in China and uses domestic equipment, this shows that China has advanced semiconductor equipment, and the manufacturing process of the chip can be reduced to 7 nanometers, or even more advanced technology.
Xu Zhijun also made it clear that Huawei's chip self-sufficiency rate has reached 70%, and called on domestic manufacturers to use more domestic chips to accelerate the overall advancement of the domestic chip industry chain.
This means that Huawei hopes to fully promote the domestic industrial chain, obtain more semiconductor products from localized chips, and reduce its dependence on ASML.
In this regard, foreign ** reports say that ASML has begun to speed up shipments.
Data shows that in the second quarter of this year, ASML sent 27 lithography machines to China, accounting for 24% of the total lithography machine shipments.
After the public sale of Huawei Mate60Pro, ASML is the first manufacturer to announce that it has obtained a license, and will continue to ship 2000i and other lithography models to China, and these lithography chips can reach 5nm.
Obviously, ASML accelerates domestic shipments because of the following points.
First of all, Huawei has made great strides in the domestic industry chain to achieve the domestic production of Kirin 9000S chips, which shows that China already has advanced lithography machines and other equipment.
If ASML does not speed up shipments, it will inevitably be replaced by domestic equipment.
After all, domestic lithography machines have occupied 80% of the domestic market, Xu Zhijun also called for more use of domestic chips and other components to accelerate the comprehensive breakthrough of the domestic industrial chain.
Secondly, the overcapacity of advanced processes has led to a decline in demand for EUV lithography machines, and companies such as TSMC and Intel have cut some orders.
ASML also acknowledged a 40% drop in new lithography orders, with DUV lithography being a major contributor to revenue.
According to the data, ASML's undelivered lithography machine orders are worth more than 60 billion yuan of orders from domestic manufacturers, and once these orders are lost, ASML's revenue and profits will be greatly affected.
In addition, the domestic market has become the third largest market for ASML, and the president of ASML has publicly stated that if there is no Wassenaar arrangement, the domestic market will be the largest consumer market for EUV lithography machines, and said that the Chinese market is the key.
It was only after obtaining the shipping license that the president of ASML said that revenue and profit in 2023 would not be affected, which further proves the importance of the domestic market for ASML.
In addition, ASML is also accelerating the layout of the domestic market, and is expected to open more than 200 major positions this year, which should involve some intelligent positions. That's why foreign media said that ASML has begun to accelerate shipments.